The Jacob Shapiro Podcast

Welcome to week two! Rob and Jacob are back at it, updating you on the latest and greatest trends in the Market, Supply Chains, and Tech.00:30:-23:00 Market update23:00-31:20: Mexico supply chains31:20-end: “Friction” and technologyThanks for tuning in!Make sure to check out the Cognitive Dissidents site and services here.This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Jacob sits down with agricultural economist Dr. David Kohl to unpack what a brutal downturn in farm profitability reveals about globalization, capital concentration, labor shortages, and long-term economic resilience. The two touch on tariffs, debt, and the limits of export-led growth, and then the conversation widens to examine how technology, demographics, and financial fragility are reshaping both rural America and the national economy. --Timestamps:(00:00) - Introduction (00:56) - Discussion on US Ag Economy(02:17) - Challenges and Opportunities in Agriculture(07:09) - Land Values and Institutional Investments(12:24) - Generational Transition in Farming(18:02) - Export Markets vs. Domestic Focus(23:03) - Future Trends and Strategic Insights(25:55) - Venture Capital in Agriculture(28:09) - Economic Outlook for 2026(29:21) - The K-Shaped Economy Explained(31:39) - Impact of AI and Job Cuts(34:55) - Global Economic Concerns(41:05) - Technological Advancements in Farming(49:39) - Financial Literacy and Life Skills(51:32) - Closing Remarks and Future Outlook--Referenced in the Show:Dave Kohl: https://www.farmprogress.com/author/david-kohl--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

Andrey Sizov, a Black Sea agricultural markets, joins the pod to talk about about why the Russia-Ukraine war has disrupted global grain trade far less than expected - and why that may be changing. Jacob and Sizov examine recent attacks on shipping, the fragile balance keeping Black Sea exports moving, and how escalation could ripple through wheat, corn, energy markets, and global food security. Of course, they also tie in Iran, China’s commodity buying, and what geopolitical risk really means for global agriculture.--Timestamps:(00:00) - Intro(00:24) - Black Sea Geopolitics and Agricultural Markets(01:09) - Technical Issues and Podcast Logistics(01:45) - Start of the Interview with Andre Coff(03:27) - Black Sea's Importance in Global Trade(04:32) - Market Reactions and Historical Context(06:09) - Recent Developments and Speculations(13:52) - Prospects for a Deal and Future Outlook(17:07) - Impact on U.S. Agriculture and Market Sentiments(23:00) - Turkey's Role in the Black Sea Region(24:29) - Turkey's Role in the Black Sea(26:22) - Turkey's Wheat Imports and Black Sea Stability(28:22) - Sunflower Market Insights(30:06) - Iran's Political and Economic Challenges(33:07) - US and Israeli Involvement in Iran(38:55) - China's Agricultural Trade with the US(43:13) - Global Grains Trade and Self-Sufficiency(50:02) - Conclusion and Future Outlook--Referenced in the Show:Andrey Sizov's Reports: https://sizov.report/--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

Economist Mike Konczal joins the show to unpack the escalating pressure campaign against the Federal Reserve, new inflation data, and what all of this means for the U.S. economy. Jacob and Mike discuss whether Trump’s confrontation with Jerome Powell is genuinely dangerous, how tariffs and immigration policy are shaping prices and growth, and why the labor market looks weaker beneath the surface. Mike is more cautiously optimistic than we expected - but the downside risks remain real. --Timestamps:(01:26) - Fed and Executive Branch Dynamics(05:49) - Economic Consequences and Market Reactions(09:03) - Global Perspective on US Economic Policies(14:09) - Impact of Tariffs and Trade Policies(15:12) - Future of Fed Independence and Supreme Court Cases(17:06) - Economic Theories and Real-World Implications(27:01) - Economic Data Post-Government Shutdown(27:14) - Inflation Insights and Core Prices(28:02) - Trump's Approval Ratings and Economic Perception(29:03) - Unemployment Rate and Labor Market Analysis(30:48) - Federal Reserve's Stance on Inflation(31:34) - Impact of Tariffs on Inflation(33:13) - Trump's Influence on Federal Reserve Policies(41:00) - Economic Predictions for Midterms(45:43) - China's Trade Surplus and Global Impact(51:32) - Conclusion and Final Thoughts--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

Shock, instability, climate stress, financial panic, political rupture: the question isn’t who avoids disruption, but who absorbs it and keeps moving. Jacob invites on Parag Khanna of AlphaGeo to wrestle with a harder metric than dominance or growth - resilience. What actually allows states, systems, and societies to adapt when the rules keep changing? Shapiro and Khanna explore the events driving this week's headlines (Venezuela, Iran, Greenland) and dive into the underlying systems that actually determine outcomes: resilience, adaptation, and the capacity to recover when shocks pile up. --Timestamps:(00:00) - Introduction (02:10) - Geopolitical Risks and Resilience(03:10) - Historical Geopolitics and Current Events(05:11) - Challenges in Latin America(12:47) - Asia's Geopolitical Landscape(20:41) - Technological Impact on Geopolitics(34:18) - Africa's Geopolitical Future(38:38) - Conclusion and Final Thoughts--Referenced in the Show:AlphaGeo: https://alphageo.ai/Henley index: https://tinyurl.com/henleyindexParag's Site: http://paragkhanna.com/--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

Venezuela has become the flashpoint for a new era of American hard power - not just a regime change, but a raw assertion of dominance over the "backyard." Elohim Monard graces the pod with his presence once more as the U.S. treats a sovereign nation like a criminal organization to secure global oil markets, and the ideological fractures across Latin America deepen. Is this the beginning of a peaceful transition or the birth of ten years of chaos? This moment forces a reckoning: what happens when stability is traded for extraction, when ideology gives way to brute pragmatism, and when Latin America’s future is shaped less by its people than by who controls the valves?--Timestamps:(00:00) - Intro(01:12) - Discussing Recent Events in Venezuela(02:59) - US Involvement and Imperialism(06:15) - Historical Context and Comparisons(08:58) - Reactions from Latin American Leaders(14:30) - Potential Future Scenarios(24:56) - Cuba's Situation and US Strategy(27:29) - Media Critique and Final Thoughts(28:46) - Stephen Miller's Perspective on Venezuela(32:36) - US Strategy in Latin America(34:00) - Future of US Dominance in the Western Hemisphere(37:14) - Impact of Chinese Investments(44:25) - Potential Chaos in Venezuela(54:38) - Implications for Peru(58:03) - Final Thoughts and Upcoming Discussions--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

Jacob takes on the U.S. seizure of Nicolás Maduro and what it reveals about American power, imperial strategy, and hemispheric priorities. This was less about China or narco-trafficking and more of than a blunt assertion of control over resources and geography. Venezuela is a test case, possibly a rehearsal, for deeper U.S. intervention in the Western Hemisphere, especially Cuba, and a sign of Washington consolidating power closer to home as its global leverage erodes. --Timestamps:(00:00) - Introduction and Emergency Episode Announcement(00:49) - Background on US-Venezuela Relations(01:44) - The US Attack on Venezuela(02:55) - Implications for Venezuela and the Region(04:16) - Historical Context and US Imperialism(05:51) - Forecasting Future Geopolitical Moves(06:33) - Cuba as the Next Geopolitical Target(15:50) - China's Influence in Latin America(18:39) - Conclusion and Final Thoughts--Subscribe to our Substack to hear more of Jacob's thoughts on the US's capture of Maduro and takeover of Venezuela.Jacob Shapiro Substack: jashap.substack.com/subscribe --Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShap--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

What if the money in your pocket wasn’t a tool for freedom, but a mechanism for control? Inflation, surveillance, and financial exclusion actively shape who can save, speak, or participate in the global economy. Alex Gladstein joins the show to examine money as a human-rights issue, exploring how new digital tools are being used in places where traditional financial systems fail or are weaponized. Alex reframes money as a human-rights issue - tracing how digital currencies are reshaping power at the margins: enabling dissidents, protecting savings, and creating escape hatches from broken systems. It’s not about speculation or hype... it’s about sovereignty, repression, and what freedom actually looks like in a digitized global economy.--Timestamps:(00:00) - Introduction(00:17) - Bitcoin as Freedom Money(01:46) - The Need for Freedom Money(04:04) - Global Financial Repression(10:12) - Bitcoin's Resilience and Privacy(20:00) - Case Studies and Real-World Impact(23:03) - Bitcoin and the Future of Nation States(25:01) - The Cost of War and National Debt(25:36) - The Role of Banks in Government Spending(27:06) - Bitcoin's Potential to Empower People(27:36) - Dictators vs. Bitcoin(28:51) - The Rise of Stablecoins(29:43) - Bitcoin vs. Altcoins(38:13) - Ethereum's Flaws(40:39) - Bitcoin's Impact on Oppressed Nations(44:43) - The Future of Bitcoin and Dictatorships--Referenced in the Show:Alex Gladstein: https://alexgladstein.com/Freedom Money Essay – https://www.journalofdemocracy.org/articles/why-bitcoin-is-freedom-money/--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

Elohim Monard joins The Jacob Shapiro Podcast to discuss Latin America. A massive geopolitical integration in LatAm is quietly underway, fueled by a "Trumpian" rightward shift sweeping from the Southern Cone to the Rio Grande. As traditional alliances fracture, a new "practical ideology" is emerging to unite the hemisphere through hard-fist security tactics and aggressive economic pragmatism. But beneath this surface-level alignment lies a volatile paradox: a burgeoning "low-intensity war" targeting non-state actors as a pretext for permanent emergency. From the weaponization of fentanyl to state-sanctioned privateers, the line between regional stability and calculated chaos is vanishing. Latin America has suddenly returned to the center of the global board (contrary to major predictions) and the struggle for its future is no longer a civil war... but a high-stakes play for total hemispheric control.--Timestamps:(00:00) - Introduction(00:52) - Current Geopolitical Climate in Latin America(02:18) - Upcoming Elections and Political Shifts(03:36) - The Rise of Right-Wing Politics(07:20) - Brazil's Political Landscape and Lula's Role(11:37) - Economic Dependencies and China's Influence(23:01) - Strategic Infrastructure and Future Developments(27:59) - US Investment in South America(28:36) - Venezuela and Letters of Marque(30:43) - US-Venezuela Tensions Escalate(32:28) - Trump's Foreign Policy Strategy(37:16) - Potential War Against Non-State Actors(46:22) - Future of US-Venezuela Relations(50:46) - Conclusion--Referenced in the Show:Conversando de Pol ítica: https://www.conversandodepolitica.com/--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

Power gets loud when it’s insecure. Strategy becomes theater. And ideology sneaks in wearing policy jargon. The White House's newest U.S. National Security Strategy claims realism while quietly demanding dominance, preaching restraint while laying groundwork for escalation. Civilizational panic collides with imperial muscle, producing a document that wants everything, everywhere, all at once. Van Jackson, Professor of International Relations at Victoria University of Wellington, sits down with Jacob Shapiro to chat about how culture war thinking seeps into grand strategy, why “prioritization” turns into mission creep, and what this blueprint signals for allies, adversaries, and a world already stretched thin. If this is restraint, buckle up :)--Timestamps:(00:00) - Introduction(01:40) - Understanding National Security Strategy(02:23) - Critique of the Current Administration's Strategy(07:22) - Historical Context and Comparisons(13:14) - Primitive Accumulation and Geopolitics(16:47) - Latin American Policy and Imperialism(25:33) - Military Strategy and Global Implications(29:47) - China as a Pacing Threat(30:47) - Misconceptions in Military Strategy(31:52) - Potential Conflicts in Latin America(34:23) - US Military Intervention in Mexico(35:38) - Challenges of Addressing Drug Cartels(41:56) - Hegemonic Decline and National Security(48:24) - Global Reactions to US Strategy(53:58) - Brazil's Role in Latin America(56:53) - Concluding Thoughts--Referenced in the Show:Van Jackson - https://people.wgtn.ac.nz/van.jacksonNational Security Strategy 2025 - https://www.whitehouse.gov/wp-content/uploads/2025/12/2025-National-Security-Strategy.pdfNSS (2002) - https://georgewbush-whitehouse.archives.gov/nsc/nss/2002/NSC-68 (1950) - https://history.state.gov/milestones/1945-1952/NSC68--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

Book episode! What happens when a policy meant to shape a nation reaches into the most intimate corners of a family’s life? Journalist Barbara Demick'sDaughters of the Bamboo Grove becomes a prism for a China where babies vanish, families fracture, and two identical lives grow up worlds apart. One twin speaks Mandarin, the other English. One hides in a bamboo grove; the other lands in Texas. Demick joins The Jacob Shapiro Show to explore the lives shaped, and misshaped, by China's restrictive one-child policy. Shapiro and Demick probe the emotional aftershocks of separation, the uneasy collision of two cultures when twins are reunited across continents, and the moral ambiguity of institutions that believed they were doing the right thing.--Timestamps:(00:00) - Introduction and Guest Introduction(00:46) - Discussing the Book: Daughters of the Bamboo Grove(02:04) - Barbara's Journey and Discoveries in China(05:15) - The Impact of China's One-Child Policy(11:28) - Adoption and Family Planning in China(21:21) - Cultural and Demographic Shifts in China(25:35) - Cultural Juxtaposition of Twins(26:35) - Impact of COVID on US-China Relations(27:35) - Adoption and Diplomatic Relations(28:31) - Challenges for Chinese and American Families(30:57) - Adoptees as Cultural Ambassadors(32:02) - Religious Influences in Adoption(34:42) - Economic Comparisons Between Families(39:18) - Psychological Trauma of Adoptees(45:13) -Author's Career and Future Projects(50:27) - Upcoming Book on Berlin--Referenced in the Show:Barbara Demick - https://www.barbarademick.com/Daughters of the Bamboo Grove - https://www.barbarademick.com/book/daughters-of-the-bamboo-grove/--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

As global finance strains under shifting power structures, author and fintech thinker Emmanuel Daniel, founder of TAB Global, argues that the real disruption isn’t technological - it’s personal. This episode explores finance as a geopolitical arena where identity, data, and sovereignty reshape who holds leverage. What happens when individuals, not institutions, become the organizing unit of the monetary system? And how does that rewire cross-border power, trust, and risk? A provocative look at the future architecture of money.--Timestamps:(00:00) - Introduction (00:15) - Emmanuel Daniel's Book and Key Insights(02:44) - The Ice Metaphor in Finance(03:22) - The Evolution of Finance and Personalization(10:11) - Impact of Financialization on the Economy(25:31) - Cryptocurrencies and the Future of Finance(30:59) - The Spectrum of Tokenization(31:31) - Information as the Ultimate Token(32:44) - The Digital Nature of Money(33:40) - The Durability of Bitcoin and Ethereum(38:06) - The Role of AI and Open Source in Tokenization(42:23) - The Future of National Debt and Financialization(48:37) - The Impact of Financialization on Global Economies(58:48) - The Role of the US in Financialization(01:00:56) - The Tension Between Personalization and Intermediaries(01:03:38) - Concluding Thoughts and Future Implications--Referenced in the Show:Emmanuel's Website: https://www.emmanueldaniel.com/biography/TAB Global - https://tab.global/The Great Transition - https://www.emmanueldaniel.com/the-great-transition/--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

Tariffs promise protection but unleash deeper shocks - reshaping demand, distorting prices, and testing the resilience of an already-strained economic system. Rob Larity and Jacob unpack the widening gap between political narratives and material reality, probing how erratic policy, volatile markets, and institutional guardrails collide. They ask whether the U.S. is entering a new era of economic fragility, what signals truly matter beneath the noise, and how global outliers like Chile reveal the stakes of navigating a fractured, multipolar world.--Timestamps:(00:00) - Introduction (01:46) - Discussion on San Francisco Fed Paper(05:14) - Historical Context of Tariffs(14:11) - Mechanics and Impact of Tariffs(18:26) - Political and Economic Realities(26:22) - Market Reactions and Volatility(30:03) - Election Aftermath and Voter Priorities(30:59) - Moderation and Economic Focus in Politics(31:58) - Scott Bessent and the Trump Administration(36:43) - US Institutions and Economic Policies(40:37) - Chile's Political Landscape and Economic Potential(48:29) - Global Energy Dynamics and Future Outlook(01:01:08) - Conclusion and Final Thoughts--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

China’s rise is often framed as a geopolitical contest, but Kaiser Y Kuo, host of the Sinica Podcast, pushes us to confront something deeper: what if China’s transformation exposes the West’s blind spots about modernity, power, and progress itself? Jacob and Kaiser wrestle with uncomfortable parallels between America’s Gilded Age and China’s present, the myths we cling to about innovation and identity, and the way global narratives harden into self-soothing fictions. It’s a challenge to rethink both China - and ourselves.--Referenced in the Show:Kaiser's "Great Reckoning" Article - https://www.theideasletter.org/essay/the-great-reckoning/Sinica Podcast - https://www.sinicapodcast.com/podcastThe China Project - https://thechinaproject.com/series/sinica/--Timestamps:(00:00) - Introduction (01:31) - Starting the Conversation with Kaiser Kuo(02:44) - Discussing 'The Great Reckoning' Essay(04:27) - China's Learning from the West(06:43) - Comparing Historical Growth: US and China(09:46) - Role of the State in China's Growth(12:01) - Innovation and Perceptions of China(20:09) - Environmental Consciousness in China(22:59) - China's Global Ambitions and Comparisons to the US(28:17) - The Current US-China Relationship(31:58) - Shifting American Perceptions of China(32:33) - Chinese Public Opinion on the U.S.(34:00) - G2 vs. Multipolar World(36:16) - Marxism in Modern China(40:56) - China's Economic Strategies(45:14) - Xi Jinping's Centralized Power(01:01:36) - China's Cultural Influence--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

Aging quietly shapes everything - our economies, our politics, our families, and the horizon of what nations can become. Jacob and longevity expert Dylan Livingston, founder of the Alliance for Longevity Initiatives (A4LI), take a dive into the emerging science that treats aging not as fate, but as a solvable biological problem with staggering geopolitical consequences. The two explore how extending healthy human life could transform productivity, rebalance global power, upend healthcare economics, and challenge long-held assumptions about decline. At its core is a question: what happens when longevity becomes a public policy frontier, not a personal fantasy?--Timestamps:(00:00) - Introduction(00:21) - The Importance of Longevity(02:48) - Personal Journey into Longevity(04:48) - Historical Quest for Immortality(10:02) - Modern Longevity Science(13:13) - Challenges and Societal Implications(19:53) - A4LI's Mission and Achievements(27:38) - Policy and Future Goals(32:51) - FDA Guidance and Incentives for Therapeutics(34:01) - Supply Chain Concerns and American Manufacturing(35:32) - Political Perspectives on Longevity(37:13) - Bipartisan Efforts and Advocacy(41:55) - Challenges and Opportunities in Longevity Research(52:28) - Economic and Demographic Implications of Longevity(01:01:45) - Closing Remarks and Future Conversations--Referenced in the Show:A4LI - https://a4li.org/ --Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

Technological revolutions rarely unfold the way we imagine. From the steam engine to AI, each wave reshapes who creates value - and who gets left behind. What if artificial intelligence isn’t a revolution at all, but a late-stage innovation like shipping containers - transforming efficiency without changing the underlying system? Jerry Neumann joins the Jacob Shapiro Podcast and questions whether openness still drives progress, whether innovation can survive without risk, and why the next great leap forward might not be digital, but something we haven’t yet learned to see.--Timestamps:(00:00) - Introduction(01:17) - Jerry Neumann's Background and Career Journey(07:40) - The Evolution of Technology and Job Markets(12:52) - Impact of AI on Future Jobs(17:14) - Geopolitics and Technological Innovation(26:28 Comparing Historical and Modern Technological Revolutions(29:48) - Debating the Future of Innovation in Open Societies(31:35) - The Rise and Skepticism of Bitcoin and Cryptocurrency(35:11) - AI and the Next Technological Revolution(40:53) - The Impact of Containerization on Global Trade(52:17) - Speculating on Future Technological Innovations(57:18) - The Importance of Nurturing Innovation--Referenced in the Show:AI Will Not Make You Rich - https://joincolossus.com/article/ai-will-not-make-you-rich/--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

As the Supreme Court takes up one of the most consequential trade cases in decades, former Biden administration official and Yale-trained lawyer Peter Harrell joins Jacob L. for a real-time breakdown of what’s at stake. Together, they cut through the legal jargon to reveal how a 1977 emergency powers statute became the foundation for Donald Trump’s sweeping tariff regime—and why the Court’s decision could reshape U.S. trade, markets, and global power. A crash course in law, economics, and political brinkmanship.--Timestamps:(00:00) - Introduction(00:45) - Supreme Court and Tariff Legality(05:09) - Understanding IEPA and Its Implications(15:30) - Potential Outcomes and Impacts(22:24) - US-Mexico-Canada Trade Relations(26:27) - Mexico's Trade Challenges(26:35) - Trump Administration's Legal Battles(27:49) - Supreme Court's Role in Tariff Decisions(28:20) - Foreign Governments' Reactions(30:36) - Impact of US Elections on Trade Policy(34:46) - Historical Context of Tariffs(38:25) - Trump's Trade Deals with Cambodia and Malaysia(43:24) - Future of US Tariff Policy(48:39) - Implications for Small and Medium-Sized Businesses--Referenced in the Show:Peter Harrell - https://carnegieendowment.org/people/peter-harrell?lang=en Twitter - https://x.com/petereharrell--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

South Korea stands at the crossroads of global power - caught between China, the United States, Japan, and its unpredictable neighbor to the north. Jacob Shapiro and Professor Jeffrey Robertson unpack how a nation long described as “the shrimp among whales” has learned to navigate the world’s toughest geopolitical waters. From shifting alliances and nuclear restraint to the economic promise of unification, this episode reveals how Korea’s pragmatism may shape the future of Asia.--Timestamps:(00:00) - Introduction(01:45) - Professor Jeff Robinson(02:08) - Jeff's Background and Experience in South Korea(02:55) - South Korea's Rapid Changes and Current Events(04:54) - US-South Korea Relations and Historical Context(12:43) - South Korea's Domestic Politics and Policy(16:51) - South Korea-Japan Relations(19:59) - South Korea's Perception of China(24:05) - South Korea's Stance on Taiwan and Nuclear Deterrent(25:48) - Nuclear Deterrence on the Korean Peninsula(27:40) - North Korea's Current Status and International Relations(29:10) - Prospects of Korean Peninsula Unification(37:57) - South Korea's Economic and Demographic Challenges(41:56) - Australia-South Korea Relations(48:27) - Impact of US-South Korea Relations on Education and Future Prospects(50:42) - Conclusion and Final Thoughts--Referenced in the Show:Jeffrey Robinson's Website: https://junotane.com/--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

When U.S. aircraft carriers appear off Venezuela’s coast, it’s not just saber-rattling - it’s a mirror held up to a century of empire. Jacob and LatAm analyst Elohim Monard dissect what’s really driving Washington’s renewed aggression in the Caribbean, from Trump and Rubio’s internal power struggle - to the shadow of China, the lure of oil, and the global rise of hard-line politics. Together, they trace the fault lines connecting Venezuela, Argentina, Peru, and the United States... and ask whether a new “right-wing international” is already reshaping the Americas.--Timestamps:(00:00) - Introduction(00:29) - Halloween Anecdote and Personal Updates(01:16) - Coca-Cola and American Empire(02:53) - Venezuela and US Foreign Policy(04:35) - US Military Movements and Implications(10:53) - Internal US Politics and Foreign Policy(20:37) - Historical Context and Neoconservatism(35:06) - US Strategy in Latin America(35:41) - China's Influence and Russia's Role(36:43) - US Military Presence and Economic Interests(42:22) - Historical Context and Legal Justifications(44:25) - Emerging Right-Wing Politics in Latin America(48:07) - Comparative Analysis of US and Latin American Politics(56:02) - Future Implications and Concluding Thoughts--Referenced in the Show:Conversando de Política - https://conversandodepolitica.com--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

When a Brazilian payment system threatens U.S. credit-card profits, it exposes a deeper fracture in the global economy: sovereignty versus rent-seeking, innovation versus control. Jacob and Rob trace the fight over PIX from Brasília to Washington and beyond -into currency wars, trade tantrums, and the strange new politics of the Western Hemisphere. What does it mean when the world’s “rules-based order” starts punishing countries for building better systems?--Timestamps:(00:00) - Introduction and Podcast Overview(00:50) - Halloween in Paris vs. New Orleans(01:40) - Current Events and Volatility(02:36) - Introduction to Pix Payment System(03:25) - How Pix Works and Its Impact(05:58) - US Investigation into Pix(08:35) - Geopolitical Implications and US-Brazil Relations(13:30) - Privacy Concerns and Central Bank Control(17:23) - Credit Card Companies vs. Pix(22:25) - Brazil's Political Landscape and Economic Outlook(28:08) - US-Argentina Relations and Economic Policies(30:25) - Discussing Currency Strategies(31:16) - Argentina's Currency Swap and US Involvement(32:49) - US Banks and Argentina's Financial Crisis(35:55) - US Military Buildup in the Caribbean(36:48) - US-Colombia Relations and Regional Tensions(42:22) - Impact of Cocaine Production on Latin America(48:35) - Currency Discipline and Global Financial Stability(54:27) - The Future of Global Currencies(01:00:19) - Conclusion and Final Thoughts--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--